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Portfolio (Quarterly) Guide ↗

Arbor Wealth Advisors LLC

· CIK 0002009890
13F Portfolio $140M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AAPL APPLE INC Technology 1,657.0 $451K 0.32% NEW $271.91 +12.2%
42 RTX RTX CORPORATION Industrials 2,382.0 $437K 0.31% NEW $183.40 -4.7%
43 ETN EATON CORP PLC Industrials 1,366.0 $435K 0.31% NEW $318.51 +19.8%
44 AVLV AMERICAN CENTY ETF TR 5,510.0 $417K 0.30% NEW $75.77 +17.1%
45 IWD ISHARES TR 1,910.0 $402K 0.29% NEW $210.34 +11.6%
46 T AT&T INC Communication Services 15,631.0 $388K 0.28% NEW $24.84 +0.4%
47 IJR ISHARES TR 3,164.0 $380K 0.27% NEW $120.18 +13.4%
48 DFAS DIMENSIONAL ETF TRUST 4,765.0 $332K 0.24% NEW $69.67 +10.3%
49 BIV VANGUARD BD INDEX FDS 4,260.0 $332K 0.24% NEW $77.88 -2.1%
50 AVGO BROADCOM INC Technology 860.0 $298K 0.21% NEW $346.10 +19.8%
51 IWF ISHARES TR 550.0 $260K 0.19% NEW $473.30 -73.7%
52 DFAX DIMENSIONAL ETF TRUST 7,267.0 $238K 0.17% NEW $32.73 +13.2%
53 DTM DT MIDSTREAM INC Energy 1,904.0 $228K 0.16% NEW $119.68 +24.7%
54 IEFA ISHARES TR 2,427.0 $217K 0.15% NEW $89.46 +8.8%
55 SRE SEMPRA Utilities 2,406.0 $212K 0.15% NEW $88.29 +3.6%
56 IBM INTERNATIONAL BUSINESS MACHS Technology 691.0 $205K 0.15% NEW $296.21 -14.6%
Page 3 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 32.7%
Financial Services 22.2%
Industrials 18.0%
Technology 13.3%
Communication Services 7.6%
Utilities 2.9%
Consumer Defensive 2.3%
Energy 0.9%